Tori SolutionsTori Solutions

Process Automation for a Healthcare Provider

A healthcare provider was drowning in paperwork — intake forms, billing codes, compliance reports. We automated their most time-consuming administrative workflows so clinical staff could focus on patients.

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Process Automation for a Healthcare Provider

The Context

The provider's administrative staff spent most of their day on repetitive tasks: entering patient data into multiple systems, manually coding bills, and compiling compliance reports from scattered spreadsheets.

Errors in billing codes were causing claim rejections and payment delays, while compliance reporting was always a last-minute scramble at quarter-end.

The Goals

  • check_circleAutomate patient intake data flow across systems
  • check_circleReduce billing code errors and claim rejections
  • check_circleGenerate compliance reports automatically
  • check_circleFree up staff time for patient-facing work

Solution Highlights

assignment

Digital Intake Workflow

Patient information entered once flows automatically to scheduling, billing, and medical records — no re-keying across systems.

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Automated Billing Pipeline

Service codes are auto-suggested based on visit type, validated against payer rules before submission, and flagged for review only when exceptions occur.

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Auto-Generated Compliance Reports

Quarterly compliance reports compile themselves from live data, with audit trails and exception flags — ready for review instead of built from scratch.

The Results

70%

Manual Tasks Reduced

45%

Fewer Claim Rejections

8hrs/week

Staff Time Saved

Tech Stack:Odoo 17PythonPostgreSQLREST APIs

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